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Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
826
Sargent Bickham Lagudis
Colorado
$13K – – –
TFO
827
Tarbox Family Office
California
$13K – – –
THWM
828
Taylor Hoffman Wealth Management
Virginia
$13K – – –
CAW
829
Cornerstone Advisors (Washington)
Washington
$13K +$1.28K +37 +10%
DWM
830
Destination Wealth Management
California
$13K +$1.35K +39 +11%
EFSCE
831
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$3.67K +106 +36%
AIM
832
Advantage Investment Management
Iowa
$13K +$13.6K +392 New
NIM
833
NuWave Investment Management
New Jersey
$13K +$13.6K +392 New
WC
834
Whitney & Co
New York
$13K +$15.4K +443 New
HT
835
Heritage Trust
Oklahoma
$12K – – –
AA
836
Ancora Advisors
Ohio
$12K +$12.1K +350 New
FL
837
Fort LP
Maryland
$12K +$12.4K +358 New
ATC
838
Adirondack Trust Company
New York
$10K – – –
GI
839
Gradient Investments
Minnesota
$10K – – –
PFPT
840
Pinnacle Financial Partners (Tennessee)
Tennessee
$10K – – –
WB
841
Webster Bank
Connecticut
$10K – – –
PFGIA
842
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$5.2K +150 +95%
GWS
843
Glassman Wealth Services
Virginia
$9K -$104 -3 -1%
MMG
844
Monetary Management Group
Missouri
$9K – – –
APP
845
Avantax Planning Partners
Iowa
$9K +$9.46K +273 New
AF
846
Advisornet Financial
Minnesota
$8K -$8.66K -250 -50%
RWA
847
River Wealth Advisors
Pennsylvania
$8K -$6.93K -200 -47%
BFC
848
Bedel Financial Consulting
Indiana
$8K – – –
WEC
849
Winslow Evans & Crocker
Massachusetts
$8K – – –
NCM
850
Nelson Capital Management
California
$8K +$1.91K +55 +28%
32 33
34
35 36